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MKT Advisors’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

MKT Advisors’s Portfolio IBIC Stock Details IBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$505K Buy
19,760
+1,426
+8% +$37.1K 0.16% 80
2026
Q1 		$475K Sell
18,334
-29
-0.2% -$745 0.16% 81
2025
Q4 		$470K Buy
18,363
+2,570
+16% +$66.1K 0.16% 83
2025
Q3 		$406K Buy
15,793
+3,725
+31% +$96.1K 0.15% 97
2025
Q2 		$309K Buy
+12,068
New +$312K 0.12% 117

Other funds holding IBIC

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFA
Collaborative Fund Advisors Reno, Nevada $172M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MKT Advisors's IBIC Position: Q2 2026 in Review

MKT Advisors increased its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) stake by 7.8% in Q2 2026, buying an estimated $37.1K and bringing the position to 19,760 shares worth $505K. The position accounts for 0.16% of the portfolio, ranked #80.

MKT Advisors first reported a position in IBIC in Q2 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

  • MKT Advisors held 19,760 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $505K as of Q2 2026.
  • MKT Advisors bought 1,426 iShares iBonds Oct 2026 Term TIPS ETF shares in Q2 2026, an estimated $37.1K.
  • iShares iBonds Oct 2026 Term TIPS ETF made up 0.16% of MKT Advisors's portfolio in Q2 2026, its #80 holding.
  • MKT Advisors first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q2 2025 and has held it in 5 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.